Independent Advisor Alliance Schwab Short Term Us Treasury Transaction History

Independent Advisor Alliance

$3.36 Billion
Q2 2025

A detailed history of Independent Advisor Alliance transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Independent Advisor Alliance holds 11,313 shares of SCHO stock, worth $275,810. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,313

Previous 9,411 20.21%

Holding current value

$275,810

Previous $229,000 20.09%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$24.19 - $24.45 $46,009 - $46,503	1,902 Added 20.21%	11,313 $275,000
Q1 2025 May 12, 2025	SELL	$24.1 - $24.34 $665,328 - $671,954	-27,607 Reduced 74.58%	9,411 $229,000
Q4 2024 Feb 07, 2025	BUY	$24.06 - $48.88 $890,653 - $1.81 Million	37,018 New	37,018 $890,000
Q1 2024 May 08, 2024	SELL	$48.05 - $48.63 $95,811 - $96,968	-1,994 Reduced 30.11%	4,629 $223,000
Q4 2023 Feb 08, 2024	BUY	$47.66 - $48.45 $315,652 - $320,884	6,623 New	6,623 $320,000
Q4 2022 Feb 13, 2023	SELL	$47.89 - $48.47 $1,819 - $1,841	-38 Reduced 0.83%	4,559 $219,000
Q3 2022 Nov 04, 2022	BUY	$48.15 - $49.37 $1,829 - $1,876	38 Added 0.83%	4,597 $222,000
Q4 2021 Feb 11, 2022	SELL	$50.83 - $51.21 $59,318 - $59,762	-1,167 Reduced 20.38%	4,559 $232,000
Q3 2021 Nov 01, 2021	BUY	$51.18 - $51.3 $293,056 - $293,743	5,726 New	5,726 $293,000
Q4 2020 Feb 11, 2021	SELL	$51.37 - $51.48 $229,264 - $229,755	-4,463 Closed	0 $0
Q3 2020 Nov 04, 2020	BUY	$51.49 - $51.63 $6,281 - $6,298	122 Added 2.81%	4,463 $229,000
Q2 2020 Aug 06, 2020	SELL	$51.53 - $51.71 $22,518 - $22,597	-437 Reduced 9.15%	4,341 $224,000
Q1 2020 May 14, 2020	SELL	$50.48 - $51.73 $760,430 - $779,260	-15,064 Reduced 75.92%	4,778 $247,000
Q4 2019 Feb 07, 2020	BUY	$50.38 - $50.71 $761,443 - $766,430	15,114 Added 319.67%	19,842 $1 Million
Q3 2019 Nov 12, 2019	BUY	$50.39 - $50.59 $238,243 - $239,189	4,728 New	4,728 $238,000
Q2 2019 Aug 12, 2019	SELL	N/A	-5,853 Closed	0 $0
Q1 2019 May 07, 2019	BUY	N/A	5,853 New	5,853 $294,000

Others Institutions Holding SCHO

# of Institutions

709

Shares Held

318M

Call Options Held

98.6K

Put Options Held

70.3K

View Full List

About SCHWAB SHORT-TERM US TREASURY

Ticker SCHO
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Independent Advisor Alliance Schwab Short Term Us Treasury Transaction History